SIM vs. MO
SIM (Grupo Simec, S.A.B. de C.V.) and MO (Altria Group, Inc.) are both stocks. SIM operates in Steel (Basic Materials), while MO operates in Tobacco (Consumer Defensive). Over the past 10 years, SIM returned 16.68%/yr vs 7.21%/yr for MO. Their 0.10 correlation means their historical movements had little consistent relationship.
Performance
SIM vs. MO - Performance Comparison
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Returns By Period
In the year-to-date period, SIM achieves a -3.24% return, which is significantly lower than MO's 22.29% return. Over the past 10 years, SIM has outperformed MO with an annualized return of 16.68%, while MO has yielded a comparatively lower 7.21% annualized return.
SIM
- 1D
- 4.36%
- 1M
- -3.82%
- 6M
- -8.89%
- YTD
- -3.24%
- 1Y
- 4.55%
- 3Y*
- -3.08%
- 5Y*
- 4.24%
- 10Y*
- 16.68%
- ALL TIME*
- 3.83%
MO
- 1D
- 0.57%
- 1M
- -6.02%
- 6M
- 13.75%
- YTD
- 22.29%
- 1Y
- 18.10%
- 3Y*
- 23.87%
- 5Y*
- 15.92%
- 10Y*
- 7.21%
- ALL TIME*
- 17.80%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $637.73M | $559.86M | $594.92M | |
| $698.62K | $335.39K | $119.51K |
SIM vs. MO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SIM Grupo Simec, S.A.B. de C.V. | -3.24% | 9.24% | -12.90% | -7.78% | 25.19% | 110.94% | 35.02% | 5.83% | 2.67% | -34.86% |
MO Altria Group, Inc. | 22.29% | 18.17% | 40.76% | -3.70% | 4.37% | 24.18% | -10.21% | 7.87% | -27.14% | 9.45% |
Correlation
The correlation between SIM and MO is 0.06, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.06 |
Correlation (3Y) Balances recent behavior with more history. | -0.03 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.05 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.06 |
Correlation (All Time) Calculated using the full available price history since Aug 18, 1995 | 0.10 |
The correlation between SIM and MO shifts across timeframes, from -0.03 (3 years) to 0.10 (all time), reflecting how their relationship changes across market environments.
Fundamentals
SIM:
$4.76B
MO:
$114.07B
SIM:
MX$26.33
MO:
$4.76
SIM:
18.88
MO:
14.37
SIM:
1.32
MO:
0.31
SIM:
1.51
MO:
5.24
SIM:
MX$53.96B
MO:
$21.87B
SIM:
MX$13.57B
MO:
$15.52B
SIM:
MX$7.80B
MO:
$11.75B
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Return for Risk
SIM vs. MO — Risk / Return Rank
SIM
MO
SIM vs. MO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Grupo Simec, S.A.B. de C.V. (SIM) and Altria Group, Inc. (MO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SIM | MO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.72 | ||
| Sortino ratioReturn per unit of downside risk | -0.75 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.15 | -0.08 |
| Calmar ratioReturn relative to maximum drawdown | 0.00 | 1.09 | -1.09 |
| Martin ratioReturn relative to average drawdown | 0.00 | 2.71 | -2.71 |
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Drawdowns
SIM vs. MO - Drawdown Comparison
The maximum SIM drawdown since its inception was -92.56%, which is greater than MO's maximum drawdown of -65.43%. Use the drawdown chart below to compare losses from any high point for SIM and MO.
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Drawdown Indicators
| SIM | MO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.56% | -65.43% | -27.13% |
Max Drawdown (1Y)Largest decline over 1 year | -22.82% | -16.40% | -6.42% |
Max Drawdown (3Y)Largest decline over 3 years | -40.14% | -16.40% | -23.74% |
Max Drawdown (5Y)Largest decline over 5 years | -40.14% | -25.83% | -14.31% |
Max Drawdown (10Y)Largest decline over 10 years | -58.81% | -53.69% | -5.12% |
Current DrawdownCurrent decline from peak | -22.43% | -8.80% | -13.63% |
Average DrawdownAverage peak-to-trough decline | -52.61% | -11.90% | -40.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.51% | 6.59% | +1.92% |
Volatility
SIM vs. MO - Volatility Comparison
Grupo Simec, S.A.B. de C.V. (SIM) has a higher volatility of 13.83% compared to Altria Group, Inc. (MO) at 12.13%. This indicates that SIM's price experiences larger fluctuations and is considered to be riskier than MO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SIM | MO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.83% | 12.13% | +1.70% |
Volatility (6M)Calculated over the trailing 6-month period | 29.21% | 20.12% | +9.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.62% | 24.97% | +17.65% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 44.03% | 21.27% | +22.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 48.24% | 23.29% | +24.95% |
Dividends
SIM vs. MO - Dividend Comparison
SIM has not paid dividends to shareholders, while MO's dividend yield for the trailing twelve months is around 6.21%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MO Altria Group, Inc. | 6.21% | 7.21% | 7.65% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% |
SIM Grupo Simec, S.A.B. de C.V. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 5.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
SIM vs. MO - Financials Comparison
This section allows you to compare key financial metrics between Grupo Simec, S.A.B. de C.V. and Altria Group, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
SIM vs. MO - Profitability Comparison
SIM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Grupo Simec, S.A.B. de C.V. reported a gross profit of 2.04B and revenue of 8.15B. Therefore, the gross margin over that period was 25.0%.
MO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Altria Group, Inc. reported a gross profit of 4.58B and revenue of 6.11B. Therefore, the gross margin over that period was 74.9%.
SIM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Grupo Simec, S.A.B. de C.V. reported an operating income of 1.30B and revenue of 8.15B, resulting in an operating margin of 15.9%.
MO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Altria Group, Inc. reported an operating income of 3.14B and revenue of 6.11B, resulting in an operating margin of 51.3%.
SIM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Grupo Simec, S.A.B. de C.V. reported a net income of 610.97M and revenue of 8.15B, resulting in a net margin of 7.5%.
MO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Altria Group, Inc. reported a net income of 2.30B and revenue of 6.11B, resulting in a net margin of 37.6%.
Frequently Asked Questions
SIM and MO have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SIM has higher volatility (13.83%) compared to MO (12.13%). In terms of maximum drawdown, SIM dropped -92.56% vs MO's -65.43%.
MO currently has the higher Sharpe Ratio (0.72 vs -0.00), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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